|
⚲
|
| Keyboard |
| Prudent Investors Network Inc
✚
|
|
|---|---|
| CRD # | 127284 |
| SEC # | 801-79432 |
| CIK # | 0001766005 |
| AUM | 515.8 M (2026-04-30) |
| Employees | 8 (38% Investors, 0% Brokers) |
| Phone | 760-597-9255 |
| Address | 22932 El Toro Rd Lake Forest, CA 92630 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Amazon Com Inc | 11.0 | ||
| Microsoft Corp | 8.3 | ||
| Apple Inc | 2.7 | ||
| Nvidia Corp | 1.3 | ||
| Tesla Motors Inc | 1.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 514 | 172.9 |
| (b) Individuals (high net worth individuals) | 156 | 342.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 670 | 515.8 |
| By Discretionary | ||
| Discretionary | 670 | 515.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 670 | 515.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 515.8 | |
| Total | 670 | 515.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001766005] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Tolsma Investments LLC
✚
|
552.7 M | |
|
Jet Wealth Advisors
✚
|
CA | 546.5 M |
|
NCM Capital Management LLC
✚
|
NJ | 539.4 M |
|
Benedict Financial Advisors Inc
✚
|
GA | 529.4 M |
|
SOWA Financial Group Inc
✚
|
RI | 517.0 M |
|
Taylor & Morgan Wealth Management LLC
✚
|
MI | 512.5 M |
|
Shoker Investment Counsel Inc
✚
|
510.8 M | |
|
Financial & Tax Architects LLC
✚
|
MO | 506.2 M |
|
McCay Wealth Advisory LLC
✚
|
TN | 495.4 M |
|
Asset Advisory Group Inc
✚
|
NJ | 479.5 M |